Financial Gravity Asset Management’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-891
Closed -$26 1041
2021
Q1
$26 Sell
891
-165
-16% -$4.76K ﹤0.01% 639
2020
Q4
$29K Buy
+1,056
New +$29.6K 0.03% 112
2020
Q2
Sell
-5,377
Closed -$135 1031
2020
Q1
$135 Sell
5,377
-2,396
-31% -$64.8K ﹤0.01% 834
2019
Q4
$218K Buy
+7,773
New +$213K 0.15% 102

Financial Gravity Asset Management's WBIE Position: Q2 2021 in Review

Financial Gravity Asset Management sold out of WBI BullBear Rising Income 3000 ETF (WBIE) in Q2 2021, closing a stake of 891 shares — an estimated $26 sold.

Financial Gravity Asset Management first reported a position in WBIE in Q4 2019 and held it in 4 quarters. The position peaked at $218K in Q4 2019. 0 funds tracked by Wall St. Rank hold WBIE as of Q2 2021.

  • Financial Gravity Asset Management reported no remaining WBI BullBear Rising Income 3000 ETF position as of Q2 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 891 WBI BullBear Rising Income 3000 ETF shares in Q2 2021, an estimated $26.
  • Financial Gravity Asset Management first reported a position in WBI BullBear Rising Income 3000 ETF in Q4 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's WBI BullBear Rising Income 3000 ETF position peaked at $218K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held WBI BullBear Rising Income 3000 ETF as of Q2 2021.

Based on Financial Gravity Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.